The Compound and Friends How Neil Dutta Predicted "No Landing"
30 snips
Jan 26, 2024 
Neil Dutta, an expert in economics and finance, joins Michael Batnick and Downtown Josh Brown in episode 127 of The Compound and Friends. They discuss the resiliency of the US economy, the Fed's next move, the housing market, politics and the market, when sell side research is most useful, and more! They also explore the potential changes in global markets and the impact on large cap tech companies. Additionally, they delve into social media management, consumer behavior, and the correlation between consumer sentiment and election outcomes.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Updates from PayPal
01:31 • 4min
Interpreting Economic Indicators and Forward-Looking Information
05:06 • 3min
Entering a New Era for Global Markets: Future Outlook and Announcement
08:10 • 2min
Social Media Management and Decision-Making
10:38 • 21min
The Resilience of Consumer Behavior and the Potential for a Level Shift in Consumer Spending
31:12 • 19min
Consumer Sentiment and Election Outcomes
50:33 • 23min